Purchases and Sales Made in Q4 2022 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
70New |
$2.9K - $3.54K
|
70
$3.15K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
67New |
$2.78K - $3.38K
|
67
$3.02K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
65New |
$2.69K - $3.28K
|
65
$2.93K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
56+ 1.34% |
$2.32K - $2.83K
|
4.23K
$190K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
51+ 15.94% |
$2.11K - $2.58K
|
371
$16.7K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50New |
$2.07K - $2.53K
|
50
$2.25K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
48New |
$1.99K - $2.42K
|
48
$2.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
48New |
$1.99K - $2.42K
|
48
$2.16K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
47+ 0.68% |
$1.95K - $2.37K
|
7K
$315K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
42+ 54.55% |
$1.74K - $2.12K
|
119
$5.36K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
32+ 2.08% |
$1.33K - $1.62K
|
1.57K
$70.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17+ 0.27% |
$704 - $859
|
6.23K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 0.57% |
$663 - $808
|
2.84K
$128K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
16+ 0.25% |
$663 - $808
|
6.33K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$539 - $657
|
13
$586
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 6.6% |
$539 - $657
|
210
$9.46K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.06% |
$497 - $606
|
20K
$901K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$414 - $505
|
10
$451
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.93% |
$290 - $354
|
756
$34.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.26% |
$290 - $354
|
2.72K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$249 - $303
|
6
$270
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.76% |
$249 - $303
|
791
$35.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.91% |
$166 - $202
|
213
$9.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.92% |
$124 - $152
|
329
$14.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 1.75% |
$82.9 - $101
|
116
$5.23K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 11.11% |
$82.9 - $101
|
20
$901
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.83% |
$82.9 - $101
|
244
$11K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.03% |
$82.9 - $101
|
196
$8.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6- 0.06% |
$249 - $303
|
9.72K
$438K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-7- 0.15% |
$290 - $354
|
4.71K
$212K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-28- 0.08% |
$1.16K - $1.41K
|
35K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-41- 0.63% |
$1.7K - $2.07K
|
6.5K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-44- 0.61% |
$1.82K - $2.22K
|
7.16K
$323K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-66- 8.05% |
$2.73K - $3.33K
|
754
$34K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-70- 5.35% |
$2.9K - $3.54K
|
1.24K
$55.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 17.63% |
$3.02K - $3.69K
|
341
$15.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-74- 0.14% |
$3.07K - $3.74K
|
53.1K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-75- 0.39% |
$3.11K - $3.79K
|
19.3K
$868K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-91- 6.82% |
$3.77K - $4.6K
|
1.24K
$56.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-93- 0.29% |
$3.85K - $4.7K
|
31.5K
$1.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-103- 1.82% |
$4.27K - $5.2K
|
5.55K
$250K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-113- 0.43% |
$4.68K - $5.71K
|
26.2K
$1.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-128- 14.3% |
$5.3K - $6.46K
|
767
$34.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-173- 1.93% |
$7.17K - $8.74K
|
8.77K
$395K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-179- 2.52% |
$7.42K - $9.04K
|
6.92K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-200- 1.9% |
$8.29K - $10.1K
|
10.3K
$464K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 16.33% |
$8.29K - $10.1K
|
1.03K
$46.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-200- 0.77% |
$8.29K - $10.1K
|
25.8K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-227- 4.1% |
$9.4K - $11.5K
|
5.31K
$239K
|